Overview

Looking to acquire a smaller firm with certain existing personal to be included. I would not rule out existing office space. I can put successful portfolios together rather quickly and enjoy the compensation that it brings. Once the portfolios are established there are less transaction fees. Fortunately, the broker does a nice job of notifying the clients they are not paying any recurring fees. There is a spigot that can be turned on with managed money. I love numbers, I love this business and feel like I can do it forever.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
197 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...